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To: TWL who wrote (7488)4/16/1998 9:45:00 AM
From: Dave Gore  Respond to of 34592
 
SEMI - Mar 98 EARNINGS decent to good....called company

in March 1997, they had .02 per share earnings, if this is above that, it is good news. Remember analysts always compare quarterly numbers over the SAM quarter of the previous year...so earnings will probably be about in line with last year....maybe a little better.

In a tough environment that is pretty good performance. Earnings won't be out unitl the end of the month. I called company and they always do it this way. I think they are solid....I may sell some and get back in before the earnings, only because I want to free up cash for other deals. But I like this one